ABNBAirbnb, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $3.16Beat
- vs $2.86 expected on Nov 5
- Stock move on it
- +11.67%
- one session
- Typical move
- ±6.4%
- average over 2 reports
- Price
- $181.12
- −0.01% today · $90.8B cap
Past and upcoming reports
2
| Nov 5, 2026 | Sep 30, 2026 | Time not given | $2.86 | Beat$3.16 | +11.67% |
| Aug 5, 2026 | Jun 30, 2026 | Time not given | $1.24 | Missed$1.03 | +1.15%2d |
After the report
Aug 5, 2026 report
This covers the Aug 5, 2026 report. The Nov 5, 2026 numbers are in the table above.
Airbnb shares surged 17.44% despite a 14.2% EPS miss, raising the execution bar for its premium valuation.
Airbnb reported $1.03 EPS versus $1.20 estimated for the quarter ended June 30, 2026. Shares closed at $178.09 on August 7, up 17.44%, while the post-earnings narrative emphasized demand reacceleration and raised-outlook execution. Guidance details were not provided in the payload.
Reported against expected
MissedReported EPS was $1.03 versus $1.20 estimated, a $0.17 miss or 14.17% downside surprise.
Guidance
RaisedThe catalyst was identified as raised-outlook execution, but specific guidance figures and changes were unknown.
How the stock reacted
ABNB rose $26.45, or 17.44%, to $178.09 on August 7, on 15.5 million shares traded.
What changed
EPS missed by $0.17, while the market narrative shifted toward demand reacceleration and raised-outlook execution.
What the price now assumes
The 17.44% rally prices renewed growth confidence despite 40.48 TTM P/E and RSI of 79.58.
What it means for the business
Maintain a constructive-but-disciplined bias. upgrade only if booking growth and profitability improve after the outlook increase.
The next one to three months, as we saw it then
Better case40%
Demand reacceleration and execution against the raised outlook support continued earnings-growth expectations despite the premium valuation.
Base case35%
The stock consolidates after its 17.44% jump while investors seek evidence that demand reacceleration translates into sustained earnings growth.
Worse case25%
A growth or profitability slowdown triggers valuation compression after the stock reached $178.09 and trades at 40.48 times trailing earnings.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Enter only if booking growth and profitability improve while raised-outlook execution is confirmed. do not trade if either metric slows or guidance details remain unconfirmed.
Scenario odds are a judgement, not measured.